AlphaYou
APH
LongInsider ClusterSmart-money signal on APH this 14d.
Why this call?
24 source inputs support this call.
Start with the four driver buckets, then open each section for the source-level detail behind the call.
Smart MoneyMultiple inputs7 inputs
DriverCITADEL ADVISORS LLC increased position ($131.0M) (+66%)
FundamentalsMultiple inputs5 inputs
DriverRevenue growth 58.4% YoY (period end 2026-03-31)
TechnicalsNo active inputs0 inputs
DriverWaiting for source confirmation
MacroMultiple inputs12 inputs
DriverVIX 16.6 (mild) as of 2026-07-01
Smart Money7 inputs
CITADEL ADVISORS LLC increased position ($131.0M) (+66%)
SEC EDGAR Form 13F· source
RENAISSANCE TECHNOLOGIES LLC opened position ($72.5M)
SEC EDGAR Form 13F· source
- FM
Fidelity Magellan Fund holds $483.4M (NPORT-P 2026-03-31)
SEC EDGAR NPORT-P· source
- AF
American Funds Insurance Series holds $459.7M (NPORT-P 2025-12-31)
SEC EDGAR NPORT-P· source
- JI
Janus Investment Fund (legacy active) holds $234.6M (NPORT-P 2026-03-31)
SEC EDGAR NPORT-P· source
Point72 Asset Management LP holds $164.9M (13F 2025-12-31)
SEC EDGAR Form 13F· source
Two Sigma Investments LP holds $36.7M (13F 2026-03-31)
SEC EDGAR Form 13F· source
Fundamentals5 inputs
Revenue growth 58.4% YoY (period end 2026-03-31)
Earnings releases (8-K)· source
Operating margin expanded 274bps YoY
10-Q + 10-K· source
Strong ROE (36.8%)
10-Q + 10-K· source
Profitable (17.2% net margin)
10-Q + 10-K· source
Consensus EPS estimate revised up 0.2% over 30d (fiscal quarter, 2026-06-30)
Earnings calendar· source
Technicals0 inputs
- No active source input in this bucket.
Macro12 inputs
VIX 16.6 (mild) as of 2026-07-01
Macro composite· source
10y-2y spread 35bps (flattish) as of 2026-07-02
Macro composite· source
Industrial Production 102.6 (mild expansion) as of 2026-05-01
Macro composite· source
Initial claims 215,000 vs 26w mean (ratio 1.01, neutral)
Macro composite· source
CPI YoY 4.27% (hot vs Fed target)
Macro composite· source
HY OAS 2.74pp at 21th-pct trailing-90d (tight credit spread)
Macro composite· source
Non-farm payrolls 0.32% YoY (PAYEMS)
Macro composite· source
Retail sales 6.88% YoY (RSAFS)
Macro composite· source
U-Mich Consumer Sentiment 44.8 (weak) as of 2026-05-01
Macro composite· source
10y-3m spread 67bps (positive) as of 2026-07-02
Macro composite· source
8/11 sectors leading SPY by >=1pp over 20d (broad-based uptrend)
ETF flows + sector data· source
Equal-weight S&P 500 (RSP) +4.0pp vs SPY, Russell 2000 (IWM) +4.7pp vs SPY (broad participation)
ETF flows + sector data· source
Result checks
- 7D
- 15D
- 30D
- 60D
- 90D
- 120D
- 180D
- 1Y
Public record
Source links complete.
We group 1 same-day call into one public result, so wins and misses cannot be cherry-picked. The source links below show what the call was based on.
100.0%
linked
2
events
1
sources
1
calls
Source links2 / 2
SEC EDGAR 13F2/2 linked
Past source results7 / 15 / 30 days before this call
SEC EDGAR 13F+0.93%
D7
+0.93%
187 calls · 57% hit
D15
+1.13%
187 calls · 57% hit
D30
+1.53%
166 calls · 57% hit
Past person or fund results7 / 15 / 30 days before this call
No older results for this person or fund yet.
Call timingSaved record, target window, and result checks
- Target
- +13% to +16%
- Type
- Volatility-fitted
- Saved
- Jul 3, 2026
- Hold
- 30D
ExpandCollapse
Call timing
Saved record, target window, and result checks
- Target
- +13% to +16%
- Type
- Volatility-fitted
- Saved
- Jul 3, 2026
- Hold
- 30D
- Target
- +13% to +16%
- Type
- Volatility-fitted
- Saved
- Jul 3, 2026
- Entry
- $164.6
- Window
- 30D
Day 0of 30
AlphaYou measures this call against SPY at fixed checkpoints. Wins and misses stay visible on the public record.
Volatility-fitted target. This call used per-stock volatility inputs when it was saved. Entry $164.6, latest close $172.2, target $186.0-$190.9.
Next check: 7D in 7D
Audit trail
Active · step 3 of 6- Detected
- Verified
- Active
- Cooling
- Resolved
- Measured
Proof
Call saved on Bitcoin blockchain.
When this call was made, we saved the ticker, direction, reasons, target range, price, and time so the record can be checked later.
Call saved on Bitcoin block 956482.
Saved record code
e2ca00e5130dfbc4fefce905c74cb3df424f850aafe8aaaae1a9c3e967beb535
- Saved time
- 2026-07-03 08:11 UTC
- Ticker
- APH
- Direction
- Long
- Issued price
- $164.6
- Bitcoin block
- 956482